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Retirement tax questions
Go back to the Federal section of the program.
- Select Income & Expenses
- Select IRA,401(k), Pension Plan Withdrawals (1099-R)
- Select "Edit" under the appropriate 1099-R form
- Proceed to answer through the screens until you see "Select Your State". (You should see this after enter your details from the 1099-R, and the question asking if you are a public safety officer.
Make sure you have selected Massachusetts here in order to have the state return exclude any nontaxable retirement income.
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July 14, 2020
4:38 PM